Aditya Birla Sun Life Short Term Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Fund | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹217 Cr | ₹8141 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹250 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 09 May 2003 | 09 May 2003 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Short duration Debt Index A-II | NIFTY Short Duration Debt Index B-II |
Turn Over | % | 78% |
Expense Ratio | 1.14 | 0.95 |
Manager | Dwijendra Srivastava | Dhaval Joshi |
ISIN Code | INF173K01BA3 | INF209K01942 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
1 Month | 1.69% | 1.72% |
6 Month | 4.62% | 4.79% |
1 Year | 9.41% | 9.42% |
3 Year | 6.95% | 7.19% |
5 Year | 6.38% | 7.04% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
6 Month | 2.81% | 2.92% |
1 Year | 9.69% | 9.87% |
3 Year | 8.05% | 8.16% |
5 Year | 6.85% | 7.04% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
1 Year | 7.04% | 7.11% |
3 Year | 7.28% | 7.54% |
5 Year | 7.81% | 8.01% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.013% | 0.946% |
Sharp | -0.227% | 0.02% |
Beta | 0.712% | 0.744% |
Alpha | -0.204% | 0.064% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Name | Dwijendra Srivastava | Dhaval Joshi |
Total AUM | ₹14140 Cr | ₹361932 Cr |
Funds Managed | 14 | 55 |
Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns21.88%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns16.95%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns10.18%
LIC MF Flexi Cap Fund-Growth
3Y Returns12.06%
Invesco India Arbitrage Fund - Growth Option
3Y Returns6.97%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.57%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns9.68%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.45%